Sales Order Entry Shopify CSV import
A new program has been developed to allow CSV or Excel format files exported from the online retail software Shopify to be bulk imported into WinMAGI as new sales orders. The CSV (or Excel) file is exported directly out of Shopify and can then be uploaded into WinMAGI. Validation checks are performed to ensure that the data exported from Shopify is valid within the WinMAGI system. Warning messages inform the user if there are any issues and what these issues are. Assuming the data to be valid, the new WinMAGI sales orders are loaded into WinMAGI with a local order number prefix so that the orders loaded from Shopify are easily identified and can be reported on and or enquired on as a group within WinMAGI.
Sales Order Entry ‘Copy Item’ button
A new command button has been added to the Sales Order Entry screen that allows an existing line on the sales order to be duplicated and added to the order. Highlight the line to be copied from and then click on the ‘Copy Item’ button and a new line will be added to the order replicating the details of the highlighted line.
Sales Order Entry lookup by ‘Ship to’ addresses
A new lookup button has been added to the Sales Order Entry screen that allows a lookup to be performed on the existing ship id records across all customers without having to first select a customer. When the required ship id is found and selected, the customer id and the ship id of the selected ship id record will be returned as the customer id and ship id for the new order.
Customer Service CRM
When a new service call is added to the Customer Service CRM Service centre, the users that are assigned to the service call can be setup to automatically receive an email informing them that they have been assigned to the call.
Purchase Order Requisition Approval
A new bulk grouping option is now available that allows multiple purchase order requisition lines that have the same requisition number to be grouped to a single new purchase order. This option works in conjunction with the existing standard grouping by vendor id.